SERVICES
Flexible Bookkeeping support designed to fit your business needs
Flexible Bookkeeping Options
Not every business needs daily or weekly bookkeeping. Whether you need monthly updates, quarterly check-ins, or occasional support, we create a plan that fits your unique circumstances while keeping your records CRA-compliant and tax-ready.
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Customized bookkeeping schedule tailored to your business
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Optional financial summaries or reports as needed
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Tracking accounts receivable and payable when it adds value
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Organized, secure document storage
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Year-end support and payroll/compliance assistance
Monthly Bookkeeping Services
Our monthly bookkeeping package keeps your finances organized, accurate, and tax-ready. We provide the tools and guidance you need to make confident business decisions:
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Categorizing income and expenses for a clear financial picture and maximum eligible deductions
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Bank and credit card reconciliations
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Automated expense management to reduce manual entry and track receipts
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Monthly financial reports including income statement, balance sheet, and cash flow
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Tracking accounts receivable and payable to manage cash flow
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Organized records and document storage to simplify GST/HST and PST filings
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Year-end support and payroll compliance assistance
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Ongoing support and guidance with quick check-ins and practical advice
Starting at $425/month​
Catch-up/ Clean-up Bookkeeping Services
Life happens! Sometimes bookkeeping falls behind due to busy schedules, staffing changes, or unexpected disruptions. Our catch-up bookkeeping service helps you get back on track:
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Record any missing entries and correct errors
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Reconcile bank and credit card statements
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Deliver up-to-date financial statements
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Prepare a tax-ready financial package, if applicable
Accounts Payable & Receivable Support
Accounts Payable:
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Organized management of bills and vendor payments
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Flexible scheduling: weekly, monthly, or as needed
Accounts Receivable & Invoicing:
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Invoice preparation and proactive follow-up on outstanding payments
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Communication with clients via phone or email to ensure timely collection
Bookkeeping Review & Recommendations
One-off or ongoing sessions to review your financial workflows and provide practical, actionable recommendations:
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Streamline accounts payable and receivable
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Improve document management
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Optimize use of financial tools
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Identify efficiency opportunities
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Customized to your business needs — available even if you’re not a monthly client